PFG Private Wealth Management, LLC
All 13F Filings
- Location
- Lutz, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 228,576
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 74 | 228,576 | 13F-HR | PFG Private Wealth Management, LLC |
| Q3 2025 | 11/6/2025 | 117 | 224,228 | 13F-HR | PFG Private Wealth Management, LLC |
| Q2 2025 | 8/11/2025 | 56 | 194,147 | 13F-HR | PFG Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.42 K | 39.6% | 0 | 61.8 K | -61.8 K |
| ETFs | 56.86 K | 24.9% | 0 | 15.15 K | -15.15 K |
| Debt | 81.3 K | 35.6% | 81.3 K | 0 | 81.3 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
228,576
Holdings
74
QoQ value change ($000)
4,348
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.